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WALLER FINANCIAL PLANNING GROUP, INC: SLYV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WALLER FINANCIAL PLANNING GROUP, INC on SLYV, newest first. How the timeline and the estimate are built.

WALLER FINANCIAL PLANNING GROUP, INC held 24,981 SLYV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,981 shares
    Change vs previous 13F -159 shares

    0.52% of the 13F portfolio, value $2,551,809.

    13F-HR 0001214659-26-012630 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,140 shares
    Change vs previous 13F -1,079 shares

    0.56% of the 13F portfolio, value $2,743,025.

    13F-HR 0001214659-26-008295 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 26,219 shares
    Change vs previous 13F -2,156 shares

    0.55% of the 13F portfolio, value $2,479,793.

    13F-HR 0001214659-26-004321 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 28,375 shares
    Change vs previous 13F -32,347 shares

    0.57% of the 13F portfolio, value $2,581,274.

    13F-HR 0001214659-26-000397 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 60,722 shares
    Change vs previous 13F +679 shares

    1.24% of the 13F portfolio, value $5,383,005.

    13F-HR 0001214659-25-014790 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 60,043 shares
    Change vs previous 13F +12,954 shares

    1.16% of the 13F portfolio, value $4,789,030.

    13F-HR 0001214659-25-009926 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 47,089 shares
    Change vs previous 13F -15,657 shares

    1.04% of the 13F portfolio, value $3,691,778.

    13F-HR 0001214659-25-005278 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 62,746 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $5,474,589.

    13F-HR 0001214659-25-000086 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).